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Tax Planning & Compliance

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Don’t overlook digital assets in your estate plan

When it comes to digital assets, it’s important to know that, unlike many assets, they leave little to no “paper trail.” Thus, unless your estate

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Thinking ahead to your next Form 990

The deadline for most not-for-profits to file Form 990 with the IRS (May 15, 2024) has come and gone. Assuming your organization operates on a calendar-year tax

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Conservation easements are under IRS scrutiny

For many years, conservation easements have been a powerful estate planning tool that enable taxpayers to receive income and estate tax benefits while continuing to

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When providing for your children, one trust may be better than two

One of the most effective ways to provide for your children in your estate plan is to set up trusts for them. Trusts offer many

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Address mental health care in your estate plan with a psychiatric advance directive

It’s not uncommon for people to address the fact that they may one day become physically incapacitated and unable to make critical medical decisions themselves.

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Watch out for “income in respect of a decedent” issues when receiving an inheritance

Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may turn out to be too

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Look it up: A glossary of key estate planning terms

Estate planning has a language all its own. While you may be familiar with common terms such as a will, a trust or an executor,

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A living will is an important addition to your overall estate plan

A living will could provide peace of mind for both you and your family should the unthinkable occur. Yet many people neglect to draft this

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Coordinating Sec. 179 tax deductions with bonus depreciation

Your business should generally maximize current year depreciation write-offs for newly acquired assets. Two federal tax breaks can be a big help in achieving this

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Fort Lauderdale, FL 33301
(954) 333-0001
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